Purchases and Sales Made in Q3 2023 in Eaton Vance Senior Floating Rate Trust (EFR)

EFR Quotes by TradingView

This table provides information about the institutional ownership of Eaton Vance Senior Floating Rate Trust (EFR) during Q3 2023. The information is specifically focused on institutions that hold shares of EATON VANCE SENIOR FLOATING RATE TRUST.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
76.5K
+ 486.24%
$900K - $938K
92.2K $1.19M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
63.4K
+ 11.32%
$746K - $777K
624K $8.07M
Nov 14, 2023 Q3 2023
Altman Advisors, Inc.

Chicago, IL
BUY
 -
38.9K
New
$458K - $477K
38.9K $503K
Nov 14, 2023 Q3 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
37K
+ 9.78%
$435K - $454K
415K $5.37M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
28.1K
+ 29.35%
$330K - $345K
124K $1.6M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
26.2K
+ 8.62%
$308K - $322K
330K $4.27M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.5K
+ 21.55%
$288K - $300K
138K $1.79M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
20.7K
New
$244K - $254K
20.7K $268K
Nov 07, 2023 Q3 2023
Virtus ETF Advisers LLC

New York, NY
BUY
 -
19.9K
+ 79.77%
$234K - $243K
44.8K $579K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.5K
New
$123K - $129K
10.5K $136K
Nov 09, 2023 Q3 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
8.6K
+ 1.42%
$101K - $105K
616K $7.96M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
6K
New
$70.6K - $73.6K
6K $77.6K
Oct 11, 2023 Q3 2023
Independent Wealth Network Inc.

BUY
 -
4.61K
+ 11.12%
$54.3K - $56.6K
46.1K $596K
Nov 14, 2023 Q3 2023
Garner Asset Management Corp

BUY
 -
3.68K
+ 5.62%
$43.2K - $45.1K
69.1K $893K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.04K
+ 19.31%
$35.7K - $37.3K
18.8K $243K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3K
New
$35.3K - $36.8K
3K $38.8K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
2K
New
$23.5K - $24.5K
2K $25.9K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
1.6K
New
$18.8K - $19.6K
1.6K $20.7K
Feb 02, 2024 Q3 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
1.55K
+ 3.45%
$18.2K - $19K
46.5K $601K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.47K
+ 1.42%
$17.2K - $18K
104K $1.35M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
1.3K
+ 8.44%
$15.3K - $16K
16.7K $216K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
1.25K
+ 1.45%
$14.7K - $15.3K
87.5K $1.13M
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
892
+ 6.17%
$10.5K - $10.9K
15.4K $199K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
883
+ 4.34%
$10.4K - $10.8K
21.2K $274K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
849
New
$9.98K - $10.4K
849 $11K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
666
New
$7.83K - $8.17K
666 $8.61K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
600
New
$7.06K - $7.36K
600 $7.76K
Nov 13, 2023 Q3 2023
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
230
+ 0.89%
$2.7K - $2.82K
26.2K $339K
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
199
+ 0.18%
$2.34K - $2.44K
108K $1.4M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
158
New
$1.86K - $1.94K
158 $2.04K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
51
+ 0.49%
$600 - $625
10.5K $136K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
30
+ 2.6%
$353 - $368
1.18K $15.3K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-258
- 0.17%
$3.03K - $3.16K
152K $1.96M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-300
- 14.76%
$3.53K - $3.68K
1.73K $22.4K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-415
- 3.91%
$4.88K - $5.09K
10.2K $132K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-475
- 2.7%
$5.59K - $5.82K
17.2K $222K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-666
- 2.73%
$7.83K - $8.17K
23.7K $307K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

SELL
 -
-1.02K
- 1.16%
$12K - $12.6K
87.4K $1.13M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-1.09K
- 6.18%
$12.8K - $13.4K
16.5K $214K
Oct 10, 2023 Q3 2023
Integrated Capital Management, Inc.

SELL
 -
-1.18K
- 8.22%
$13.9K - $14.5K
13.2K $171K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-2.87K
- 2.7%
$33.8K - $35.2K
103K $1.34M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.7K
- 18.3%
$43.5K - $45.4K
16.5K $214K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-3.9K
- 1.79%
$45.8K - $47.8K
213K $2.76M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

SELL
 -
-5.32K
- 7.16%
$62.5K - $65.2K
68.9K $891K
Nov 14, 2023 Q3 2023
Jones Road Capital Management, L.P.

New York, NY
SELL
 -
-5.5K
- 58.21%
$64.7K - $67.4K
3.95K $51K
Nov 07, 2023 Q3 2023
Pekin Hardy Strauss, Inc.

SELL
 -
-7.1K
- 25.72%
$83.5K - $87K
20.5K $265K
Nov 09, 2023 Q3 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-8.91K
- 1.96%
$105K - $109K
445K $5.76M

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